SWITCHING ACCOUNTANTS
Changing accountants starts with a handover plan.
If your accounting needs have changed, start with a conversation. We’ll review where things stand and agree a practical handover around your records, priorities and upcoming deadlines.
Newport & remote support across the UK
HOW IT WORKS
From your current accountant to Taxellence.
- 01
Talk through what you need
Tell us about your business, current arrangements and what you would like to improve. We’ll discuss the services, fees and responsibilities before work starts.
- 02
Plan the handover
Agree the information needed, contact with your current accountant and who will handle each outstanding task. Timing depends on your records and upcoming deadlines.
- 03
Establish your new routine
Confirm the next actions, how information will be shared and when agreed work will happen. For ongoing support, put a practical monthly routine in place.
LOOKING FOR ONGOING SUPPORT?
Build a relationship that lasts beyond year-end.
Explore an agreed monthly arrangement for the services your business needs.
Can I switch during the year?
A change may be possible during the year. The right timing depends on your current arrangements, outstanding work and upcoming deadlines. We’ll review these before agreeing the handover.
Will you speak to my current accountant?
With your permission, contact with your current accountant can form part of the agreed handover. We’ll explain what information is needed and what you may need to provide yourself.
What if my records are incomplete or behind?
Tell us what is available and where the gaps are. We’ll review what needs attention and agree any additional work, fees and timing before it begins.
What should I have ready for the first call?
A summary of your business, your current accounting arrangements and any upcoming deadlines is enough to begin the conversation. We’ll then explain which records and documents we need.
START WITH A CONVERSATION
Start with what you want to change.
Tell us your current arrangements and nearest filing deadline so we can discuss a suitable handover date.